Salient to Investors: Elizabeth Green at Chalkbeat writes: Americans have come up with better ways to teach math but have failed to implement them: from the 1800s to the failures in the 1960s and 1980s through to today. The reason is the absence of a good system for helping teachers
READ MORE... →Salient to Investors: Over 33% of a Bloomberg poll of international investors say the euro economy is in its worst shape in more than a year and in danger of dropping into deflation, and the ECB is not doing enough to help. Cyril Blaise at Banco Bilbao Vizcaya Argentaria said
READ MORE... →Salient to Investors: Family-run businesses with aging owners and no successor are increasing in Japan as the population shrinks. Japan has 1 million small businesses with 10 or fewer employees, with people in their 70s as the biggest proportion of the self-employed. Nobuo Tomoda at Tokyo Shoko Research said a
READ MORE... →Salient to Investors: Jim Rogers said: Prefers the Japanese market, down 60 or 70 percent from all time highs. to the US which is at all time highs. Abe has no constraints, can spend and print as much as he wants. Like Russia’s very depressed stock market. Russia is hated more
READ MORE... →Salient to Investors: Jim Rogers writes: The Japanese Central Bank said it will print unlimited amounts of money, is doing it, and 20 years from now people will say that is what killed Japan. In the meantime, all the money will go into Japanese shares. Read the full article at http://jimrogers-blog.blogspot.com/2014/01/this-may-destroy-japans-economy-in.html
READ MORE... →Salient to Investors: William Pesek writes: I agree with Tom Holland at The South China Morning Post that China cannot both maintain 7 percent-plus growth rates and implement huge reforms. Thailand has seen 18 coups in the past 60 years. The whole reason for being bullish on Japan Inc. so
READ MORE... →Salient to Investors: William Pesek is writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural
READ MORE... →Salient to Investors: David Mericle and Jan Hatzius at Goldman Sachs said: US economic weaknesses are more cyclical than secular. US growth will rebound in 2014 to as high as 3.5 percent versus the 2.25 percent average recovery rate so far. The slow rate of recovery is in line with
READ MORE... →Salient to Investors: Jim Rogers writes: For a few thousand years, when people got into trouble and failed, competent people reorganized the assets and started over. Today, America and the West are kicking the can down the road and letting the incompetent people take over the assets from the competent
READ MORE... →Salient to Investors: Richard Koo at Nomura Research Institute said: Abenomics is finally addressing Japan’s fundamental economic problem: getting households and businesses to borrow. In this balance-sheet recession, consumers preferred to aggressively pay down debt instead of spending following the burst of the asset price bubble in the early 1990s. Companies
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